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Treasury Services Associate information

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$31K

$57.3K

$89K

How much do treasury services associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for treasury services associate in the United States is $57,338.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a Treasury Services Associate?

Treasury Services Associates are entry-level professionals who support the management and optimization of a company's cash flow, liquidity, and financial transactions. They assist with tasks such as processing payments, managing bank accounts, reconciling statements, and supporting the implementation of treasury solutions. These associates often work closely with senior treasury staff to ensure efficient daily operations and compliance with financial policies. Their role is crucial in helping organizations manage their financial resources effectively and mitigate financial risks.

What are some typical challenges Treasury Services Associates face when managing cash flow and liquidity for clients?

Treasury Services Associates often encounter challenges such as balancing the need for liquidity with minimizing idle cash, adapting to rapidly changing market conditions, and ensuring compliance with regulatory requirements. They must be detail-oriented to monitor large volumes of transactions and proactive in identifying discrepancies or potential risks. Collaborating closely with internal teams and clients, they also need to communicate complex financial concepts clearly while maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Treasury Services Associate, and why are they important?

To thrive as a Treasury Services Associate, you need strong analytical abilities, attention to detail, and a solid understanding of finance or accounting, often supported by a relevant degree. Familiarity with treasury management systems, financial software like Excel, and knowledge of regulations such as AML/KYC are typically required. Excellent communication, problem-solving, and client service skills help set you apart in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and effective client support in financial operations.

What is the difference between Treasury Services Associate vs Cash Management Specialist?

AspectTreasury Services AssociateCash Management Specialist
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CAMS or CTP beneficial
Work EnvironmentBanking or financial institution, corporate treasury teamsBanking, financial services, corporate treasury departments
Employer & Industry UsageCommonly employed in banks and financial institutionsUsed in banks, corporations, and financial service firms
Comparison Search IntentUnderstanding roles in treasury operationsFocusing on cash flow management and banking services

The Treasury Services Associate and Cash Management Specialist roles both involve working within treasury and banking environments, often requiring similar educational backgrounds and certifications. While the Treasury Services Associate typically supports treasury operations and client services, the Cash Management Specialist focuses more on managing cash flow and banking solutions. Both roles are integral to financial institutions and corporate treasury teams, with overlapping skills but distinct primary responsibilities.

What cities are hiring for Treasury Services Associate jobs?

Cities with the most Treasury Services Associate job openings:

What are the most commonly searched types of Treasury Services jobs?

The most popular types of Treasury Services jobs are:

What states have the most Treasury Services Associate jobs?

States with the most job openings for Treasury Services Associate jobs include:

What are popular job titles related to Treasury Services Associate jobs?

For Treasury Services Associate jobs, the most frequently searched job titles are:

Treasury Services Associate jobs near you

Treasury Sales Associate - Houston

Houston, TX • On-site

BOK Financial
See more jobs at BOK Financialexternal

Full-time

Re-posted 6 days ago

Key responsibilities

  • Assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.

  • Understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.

  • Coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.

Job description

Req ID: 78455 

Location: Houston -HOUS 

Areas of Interest: Treasury Services 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/11/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

Together, as a Treasury Management team, we partner with clients to provide market insights and best practices in areas such as treasury optimization, fraud mitigation, working capital benchmarking, and emerging industry trends. We help define strategic goals and develop holistic strategies, taking a proactive approach to deliver innovative solutions that meet our clients' evolving needs.

Job Description

The Treasury Sales Associate (TSA) is integral to the Treasury Sales team, providing cash management, trade, liquidity and commercial card solutions.  Supporting the Treasury Management Officers (TMOs), the TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with moderate oversight, manages a diverse mid-sized portfolio of moderate complexity.

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time
  • You will assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.
  • You will understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.
  • You will maintain an accurate pipeline of deals and track progress throughout the sales cycle.
  • You will collaborate with TMOs to identify customer needs and support new prospecting efforts.
  • You will contribute to client proposals with cost/benefit analysis, competitive pricing, and profitability modeling.
  • You will coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.
  • You will serve as a secondary relationship contact, providing ongoing support and resolving client inquiries.
Education & Experience Requirements

This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or related field, along with 3+ years' relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.   

  • Working knowledge and understanding of general banking.
  • Understanding of cash management services and knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
  • Ability to read and leverage data to identify trends and sales opportunities.
  • Understanding of fundamental accounting, finance, and cash management practices.
  • Awareness of risk guidelines and ability to manage risk proficiently.
  • Ability to prioritize and complete various tasks within assigned deadlines.
  • Proficient in verbal and written communication, with strong presentation skills.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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